Quinn Opportunity Partners LLC lessened its position in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) by 74.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 20,399 shares of the company’s stock after selling 60,500 shares during the period. Quinn Opportunity Partners LLC’s holdings in DoorDash were worth $5,548,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in DASH. Brighton Jones LLC increased its holdings in shares of DoorDash by 24.0% in the 4th quarter. Brighton Jones LLC now owns 9,336 shares of the company’s stock valued at $1,566,000 after acquiring an additional 1,807 shares during the last quarter. Integrated Wealth Concepts LLC lifted its stake in DoorDash by 21.5% during the first quarter. Integrated Wealth Concepts LLC now owns 1,715 shares of the company’s stock worth $314,000 after purchasing an additional 303 shares during the last quarter. Empowered Funds LLC boosted its holdings in DoorDash by 3.6% in the first quarter. Empowered Funds LLC now owns 8,130 shares of the company’s stock worth $1,486,000 after purchasing an additional 285 shares during the period. Sivia Capital Partners LLC boosted its holdings in DoorDash by 92.9% in the second quarter. Sivia Capital Partners LLC now owns 4,255 shares of the company’s stock worth $1,049,000 after purchasing an additional 2,049 shares during the period. Finally, AE Wealth Management LLC bought a new stake in DoorDash during the second quarter valued at $239,000. Institutional investors and hedge funds own 90.64% of the company’s stock.
Insider Buying and Selling
In related news, CFO Ravi Inukonda sold 1,017 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $215.14, for a total transaction of $218,797.38. Following the sale, the chief financial officer owned 208,412 shares of the company’s stock, valued at $44,837,757.68. The trade was a 0.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Prabir Adarkar sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $204.59, for a total value of $3,068,850.00. Following the completion of the sale, the chief operating officer owned 874,130 shares of the company’s stock, valued at $178,838,256.70. This trade represents a 1.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 205,409 shares of company stock worth $45,332,298. Company insiders own 5.83% of the company’s stock.
DoorDash Price Performance
DoorDash (NASDAQ:DASH – Get Free Report) last announced its earnings results on Wednesday, February 18th. The company reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.10). The company had revenue of $3.96 billion during the quarter, compared to the consensus estimate of $3.98 billion. DoorDash had a net margin of 6.82% and a return on equity of 10.15%. The business’s quarterly revenue was up 37.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.33 EPS. Equities analysts expect that DoorDash, Inc. will post 2.22 EPS for the current year.
DoorDash News Roundup
Here are the key news stories impacting DoorDash this week:
- Positive Sentiment: Strong marketplace growth: Zacks reports DoorDash’s marketplace GOV jumped ~39% to $29.7B in Q4 2025 and Q1 2026 GOV is projected at $31B–$31.8B, signaling continued demand across restaurants, retail and grocery that supports revenue upside. Read More.
- Positive Sentiment: Retail partnership expansion: Convenience chain Casey’s launched a hunger‑relief campaign with DoorDash — a sign DoorDash is deepening local retail and grocery integrations that can lift GOV and merchant service fees. Read More.
- Positive Sentiment: Strong PR / brand goodwill from viral donor response: Multiple outlets report ~$500K raised for a 78‑year‑old DoorDash driver after a viral delivery video. This goodwill can help consumer sentiment and local brand reputation, though it’s unlikely to move fundamentals materially. Read More.
- Neutral Sentiment: Industry tech developments: Grubhub plans drone trials, joining DoorDash and Uber Eats in delivery experimentation — underscores industry innovation but also rising capex/tech competition risks. Read More.
- Negative Sentiment: Insider selling: Director Shona Brown sold 1,250 shares (disclosed in an SEC filing). While not large relative to institutional ownership, insider sales can weigh on short‑term sentiment. Read More.
- Negative Sentiment: Macro / geopolitical headwinds: Benzinga notes fresh geopolitical turmoil in the Middle East pressured shares — DoorDash is sensitive to consumer spending shifts and market volatility that can reduce order frequency. Read More.
- Negative Sentiment: Driver economics under pressure: Local reporting highlights rising gas prices squeezing Dashers in some regions — higher fuel costs can hurt driver supply, consumer prices, or DoorDash’s commission/marketing dynamics. Read More.
Wall Street Analyst Weigh In
A number of analysts have weighed in on the stock. Argus dropped their target price on shares of DoorDash from $275.00 to $260.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Truist Financial boosted their price objective on shares of DoorDash from $330.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Sanford C. Bernstein dropped their price objective on shares of DoorDash from $285.00 to $270.00 and set an “outperform” rating on the stock in a research note on Thursday, February 19th. Roth Mkm reissued a “neutral” rating and issued a $200.00 target price on shares of DoorDash in a report on Thursday, February 19th. Finally, DA Davidson decreased their target price on DoorDash from $260.00 to $224.00 and set a “neutral” rating for the company in a research note on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $262.82.
View Our Latest Research Report on DASH
DoorDash Company Profile
DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.
In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.
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